Spring Street Wealth is a registered investment advisor founded in October 2025 and based in New York, NY. Spring Street provides ongoing portfolio management services based on each client's individual goals, risk tolerance, and time horizon. The portfolio management approach incorporates various analytical methods, including charting, fundamental, technical, cyclical, and economic reviews, alongside specialized strategies such as tax-loss harvesting, direct indexing, long/short overlay strategies, and long- and short-term purchases. Additionally, Spring Street offers standalone financial planning and general consulting services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. The firm also assists suitable clients with private placement investments and the selection of third-party managers through turnkey asset management platforms. Client assets are custodied with qualified firms like Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are up to 1.5% annually and are negotiable based on asset size, anticipated future assets, related accounts, and client complexity.